Built by an Operator. For Operators.
ClearBrook Financial exists because founders deserve books they can actually trust — and a partner who knows what it's like to run a business, not just report on one.
Meet Brad Summers
Founder · ClearBrook Financial
Brad Summers didn't start his career in accounting. He started it running the business.
For more than 25 years, Brad led operations, revenue growth, and team development across the hospitality, construction, and service-business worlds — personally responsible for more than $155 million in managed revenue. He knows what it feels like to close a month and not trust the number. He knows what it costs when a P&L shows up three weeks late.
He founded ClearBrook Financial to fix that — for every owner who deserves better
Intuit ProAdvisor
Enterprise Suite
QBO Level 2
Payroll Certified
Payroll Certified
To give service business owners the clean books, clear numbers, and confident decisions they need to grow — delivered with the discipline of a Fortune 500 finance department and the accountability of a trusted partner.
To be the most trusted financial partner for growing service businesses in America — the firm owners call before every big decision.
What We Stand For
Integrity
Every record handled with accuracy, transparency, and strict confidentiality.
Owner-First Partnership
Books built to be read by you and defended by your CPA.
Financial Discipline
Closed on the 10th.
Reconciled to the penny.
Structured to scale.
Actionable Insight
Reports are the floor, not the ceiling. KPIs that drive decisions.
Confidentiality
Encrypted systems and access-controlled workflows protect your data.
A Proven Path to Financial Clarity
Every ClearBrook client moves through the same disciplined framework — the next page shows exactly how we turn messy data into decisions that drive growth.
The ClearBrook Financial FrameworkTM
A disciplined six-stage system that moves your business from messy data to measurable growth — the same framework we use with every client, from $500K to $5M+ in revenue.
DATA
Tidy up financials and operational data
REPORTING
Deliver understandable and focused levels
KPIs
Track margins and key business metrics
INSIGHTS
Identify risks and opportunities
DECISIONS
Suggest financial actions
GROWTH
Fuel results and scale
WHERE WE START
Every engagement begins with Data — historical cleanup, chart-of-accounts discipline, and monthly close on a fixed calendar.
THE MIDDLE WORK
Clean data flows into Reporting, KPIs, and Insights — the tools that turn numbers into a weekly operating rhythm.
WHERE WE END
Better Decisions drive Growth — measured in margin expansion, cash position, and confidence in every major call.
CLEARBROOK FINANCIAL · CHICAGO · SERVING THE U.S.